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“Charitable giving may not be the first reason someone consults an advisor, but it’s an area where they can help…
The end of the year is nearly upon us. While we focus our attention on the spirit of the holiday season, it’s also a great time to assess important aspects of your tax situation. Below is a short list of year-end reminders.
Because all investing involves some form of risk, and every person has a varying level of comfort with it, we emphasize to clients the importance of understanding, balancing, and mitigating risks where possible.
The independent fiduciary model is more attractive than the wirehouse prototype...